Account Type******* *****Account Owner******* ********Account Opps/Deals*** *****Closed Won • Feb 25***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Collective AdvisorsManaging Partner, Senior Wealth AdvisorOct 20 - PresentEchelon AdvisorsCo-Founder & CEOAug 17- Oct 20Upstream Investment Partners LlcPrivate Wealth Manager, CFP®, AIF®Jan 14- Aug 17
Solomon PadillaSenior Business Broker AdvisorView Profile, Solomon PadillaEwa ChalupaAccounts Payable SupervisorView Profile, Ewa ChalupaAmity Chaulk DenmanManager Private Equity OperationsView Profile, Amity Chaulk Denman